Meet Our Team

Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania

For Your Business. For Your Family. For You.

At Impact Advisors Group, we believe that when we choose to surround ourselves with good people who have chosen to become best-in-class at their chosen purpose, there is no limit to what we can accomplish together. We call this a “Success Team.”

Impact Advisors Groups collaborates with top professionals such as CPAs, Attorneys and Insurance Agents to help clients maximize the impact of their Success Team.

Our Internal Team

Brandon Jordan

Brandon Jordan

CFP®, CEPA®, CVGA®, CLU®, MSA, EA & CEO a.k.a. BBQ Enthusiast

Chris Steward

CFP®, CFA®, RICP®, M.A. (Cantab) & Director of Investments a.k.a. Captain

Matthew Williams Impact Advisors Group

Matthew Williams

CFP®, RICP®, CExP®, CASL® & Director of Financial Planning a.k.a. Mr. Civil

Aly Stadelmann

FPQP® & Director of Impact a.k.a. The Detective

Jon Bock, CPA

Jon Bock

CPA, Candidate for CFP® Certification & Financial Advisor

External Members of Our "Success Team"

Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania
Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania

We have developed excellent working relationships with the following types of professionals.  As such, we believe this improves the odds of success that clients will achieve a desirable outcome.  

1. Outsourced Chief Value Officer

2. Outsourced Chief Financial Officer

3. Outsourced Chief Operations Officer

4. Outsourced Sales Director

5. Legal – Trust & Estate Law

6. Legal – Corporate Law

7. Tax – Planning

8. Tax – Preparation & Compliance

9. Insurance – Property & Casualty

10. Insurance – Life & Disability